Docs (Basic): Print, Save, Send Docs From a Tax Application to TaxDome
We offer plenty of ways to get a document from your tax program, such as ProSeries, Lacerte, Drake, Prosystems FX, Proconnect, etc., to TaxDome. You can save your files directly to the client’s folder via TaxDome Drive, print them to the TaxDome app, or send them to TaxDome with right-click or drag-and-drop feature.
Covered here:
To be able to save your documents to TaxDome without using your browser, you will need to install our desktop application. You can download it from the My Account tab of your Settings page.
Once installed, please connect TaxDome drive when prompted.
Saving Your Docs Directly to the Client Folder
For more helpful how-to videos, visit TaxDome Academy, our free online hub for
viewing and learning everything you need to know about TaxDome.
The first and simplest way of getting а document from your tax program (such as ProSeries or Drake) or from your scanning software to TaxDome is to save it directly to the client folder in the TaxDome Drive.
It's a drive, just like any other disk on your computer, except that it's connected directly to TaxDome (and not taking any space on your PC). Each client has their own folder on that drive and you can put files there just like any other folder on your computer.
Printing to TaxDome
After the desktop application is installed, you will have a TaxDome printer driver. So, you can print to TaxDome from any Windows application by using the Print to PDF feature. Select File, go to Print in the application of your choice, select TaxDome as the printer, and then click Print. The TaxDome application will be launched and the document added.
Sending a Prepared Form Directly to TaxDome From Tax Software
For more helpful how-to videos, visit TaxDome Academy, our free online hub for
viewing and learning everything you need to know about TaxDome.
TaxDome integrates with tax software, such as ProSeries, Lacerte, Drake, Prosystems FX, Proconnect, etc., in one way—you can send documents from this software directly to TaxDome. Integrating TaxDome with your tax software makes sending prepared tax forms directly to TaxDome easy. This simple process helps you avoid manual data entry and reduces the chance of mistakes, keeping all your client documents in one place.
To get started, you just need to set up TaxDome as your printer in your tax software. Once set up, you can easily send the documents you have prepared to TaxDome. This way, everything is organized and ready for review in TaxDome, helping you manage your workflow more smoothly.
For example, to send documents to TaxDome from Proseries:
1. Go to the File menu and select Print Options.
2. In the Print Center window, select Printer, PDF, and DMS Setup inside the Global Print Options section, click Change, then select the TaxDome printer.
3. Click OK.
Now, you can print your prepared documents to TaxDome.
1. Open the document you have prepared for the client, go to the File menu, then select Print.
2. In the Print This Client section, make sure the Printer checkbox is selected.
3. Click the Print button at the bottom.
Tip! If your document from ProSeries splits into two parts when you try to print it, save it locally as a PDF and then upload it to the TaxDome app from your local computer.
Sending Files to TaxDome
You can send files through right-click on any file or several files on your computer or dragging-and dropping them.
Right-Clicking to Send to the TaxDome Application
To send documents to the TaxDome application from File Explorer or any other file manager, right-click the file and select Send to TaxDome.
That will bring up the same dialog where you indicate what client it is for and select extra optional parameters. Click the UPLOAD FILES button to send your selected files to TaxDome.
Dragging-and-Dropping Documents/Folders From Windows Explorer
If you need to upload multiple documents to the TaxDome application, dragging-and-dropping files or entire folders from File Explorer or any other file manager is yet another option. Follow the uploading procedure described in Uploading Documents above.
